Org Partners LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $338 Million distributed in 30873 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vox Royalty Corp. with a value of $31.2M, First Trust Rising Dividend Ac with a value of $13.7M, First Trust Dorsey Wright Focu with a value of $9.05M, Alps ETF Tr Alerian Mlp ETF with a value of $9.02M, and Spdr S&P 500 ETF Trust with a value of $9.02M.
Examining the 13F form we can see an decrease of $351M in the current position value, from $689M to 338M.
Also it can be appreciated an additional of 393 stocks purchases and 2 closed positions.
Org Partners LLC is based out at Roanoke, IN
Below you can find more details about Org Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
ETFs: $188 Million
Technology: $31.7 Million
Financial Services: $23.1 Million
Healthcare: $16.4 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $9.51 Million
Industrials: $7.79 Million
Energy: $7.57 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
